MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.25%
12,289
+701
77
$269K 0.24%
1,979
-17,259
78
$258K 0.23%
3,560
+200
79
$255K 0.23%
4,920
-180
80
$254K 0.23%
1,968
+83
81
$253K 0.23%
3,803
+126
82
$251K 0.23%
4,830
-678
83
$242K 0.22%
2,699
+91
84
$241K 0.22%
1,988
+50
85
$239K 0.22%
1,495
+96
86
$235K 0.21%
2,228
+95
87
$228K 0.21%
975
+133
88
$225K 0.2%
2,474
+970
89
$216K 0.19%
4,997
+166
90
$215K 0.19%
2,140
+5
91
$215K 0.19%
4,160
+540
92
$212K 0.19%
4,659
-114
93
$181K 0.16%
5,538
+609
94
$173K 0.16%
3,289
+933
95
$171K 0.15%
7,240
-1,440
96
$170K 0.15%
9,704
+1,754
97
$165K 0.15%
981
+36
98
$163K 0.15%
3,039
-59
99
$161K 0.15%
3,562
+518
100
$154K 0.14%
1,424
+257
2 3
4
5 6